节点：中游（冶炼、中间品）位置：中游情绪：利空参考度：3/10
俄罗斯诺里尔斯克镍业于周二发布市场预测，预计2024年全球镍市场供应过剩规模约为2万吨，并指出这一过剩趋势将持续扩大，至2027年供应过剩量预计增至5.5万吨。该机构基于当前全球镍产能扩张与需求增长数据进行分析，认为短期内市场供过于求的格局难以逆转。
报告同时强调，镍行业未来发ű..其核心影响变量高度依赖全球第一大镍生产国印度尼西亚的市场政策调整及供需动态变化。印尼凭借其丰富的镍矿资源与持续增长的冶炼产能，已成为全球镍供应链的关键枢纽，其出口政策、环保法规及产能释放节奏的变动，将直接影响全球镍市场的供需平衡与价格走势。
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